Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | SVP, Accounting | March 10, 2025 | March 11, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Grocery Outlet Holding Corp.
Report date March 10, 2025 · Filed March 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,592 |
Reported balance
After 2025-03-10 transaction · row 1
1 source rowRow 1 · 2025-03-10 · Sale · Disposed 1,856 · Balance 39,592 F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of performance stock units previously granted. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of performance stock units previously granted.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2020 Filed May 18, 2020 21:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 403 | $38.25 | $15,414.75 |
DisclosureSEC source: 0000899243-20-013509 · doc4.xml · nonDerivative · entry 3 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,587 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $38.14 to $38.41, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (3) to this Form 4. Read SEC document |
| May 15, 2020 Filed May 18, 2020 21:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 2,497 | $37.54 | $93,737.38 |
DisclosureSEC source: 0000899243-20-013509 · doc4.xml · nonDerivative · entry 2 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,990 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.13 to $38.09, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission (the "Commission"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| May 15, 2020 Filed May 18, 2020 21:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 2,900 | $8.07 | $23,403.00 |
DisclosureSEC source: 0000899243-20-013509 · doc4.xml · nonDerivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,487 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 13, 2020 Filed May 15, 2020 21:37 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 3,187 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-013348 · doc4.xml · nonDerivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,587 F1 · shares: Represents 3,187 restricted stock units ("RSUs") granted to the reporting person, of which 1,062 RSUs are scheduled to vest on March 1, 2021, 1,062 RSUs are scheduled to vest on March 1, 2022 and 1,063 RSUs are scheduled to vest on March 1, 2023, in each case, subject to the continued service of the reporting person through such vesting dates. Does not include up to an additional 4,780 unvested performance stock units at target achievement (or up to an additional 9,560 unvested performance stock units at maximum achievement) which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 19:48 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantStock Options (Right to Buy) · Derivative | 10,267 | $0.00 Strike: $5.98 | $0.00 |
DisclosureSEC source: 0000899243-20-011606 · doc4.xml · derivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,075 Underlying: Common Stock · 10,267 shares Expires 2026-09-25 F1 · kind: Represents previously granted stock options which were deemed earned and acquired upon the satisfaction of certain performance vesting criteria in connection with the secondary public offering. These stock options are vested and exercisable. F1 · derivative.exercise_date: Represents previously granted stock options which were deemed earned and acquired upon the satisfaction of certain performance vesting criteria in connection with the secondary public offering. These stock options are vested and exercisable. Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 16:57 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,100 | $0.00 Strike: $8.07 | $0.00 |
DisclosureSEC source: 0000899243-20-011014 · doc4.xml · derivative · entry 3 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,975 Underlying: Common Stock · 1,100 shares Expires 2026-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents stock options granted on September 29, 2016 which vest in five equal installments on each of the first five anniversaries of the grant date. F4 · balance_after: Does not include an additional 10,267 stock options with an exercise price of $5.98 which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 16:57 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 1,100 | $35.16 | $38,676.00 |
DisclosureSEC source: 0000899243-20-011014 · doc4.xml · nonDerivative · entry 2 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.03 to $35.36, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| April 16, 2020 Filed Apr 20, 2020 16:57 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 1,100 | $8.07 | $8,877.00 |
DisclosureSEC source: 0000899243-20-011014 · doc4.xml · nonDerivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 16:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $8.07 | $0.00 |
DisclosureSEC source: 0000899243-20-008462 · doc4.xml · derivative · entry 3 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,075 Underlying: Common Stock · 2,000 shares Expires 2026-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents 29,075 stock options remaining from the 35,075 stock options granted on September 29, 2016 which vest in five equal installments on each of the first five anniversaries of the grant date. Does not include an additional 10,267 stock options with an exercise price of $5.98 which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 16:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 2,000 | $30.16 | $60,320.00 |
DisclosureSEC source: 0000899243-20-008462 · doc4.xml · nonDerivative · entry 2 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.75, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 16:51 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 2,000 | $8.07 | $16,140.00 |
DisclosureSEC source: 0000899243-20-008462 · doc4.xml · nonDerivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2020 Filed Feb 14, 2020 19:26 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $8.07 | $0.00 |
DisclosureSEC source: 0000899243-20-004755 · doc4.xml · derivative · entry 3 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,075 Underlying: Common Stock · 2,000 shares Expires 2026-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents 31,075 stock options remaining from the 35,075 stock options granted on September 29, 2016 which vest in five equal installments on each of the first five anniversaries of the grant date. Does not include an additional 10,267 stock options with an exercise price of $5.98 which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| February 14, 2020 Filed Feb 14, 2020 19:26 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 2,000 | $32.40 | $64,800.00 |
DisclosureSEC source: 0000899243-20-004755 · doc4.xml · nonDerivative · entry 2 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.20 to $32.87, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| February 14, 2020 Filed Feb 14, 2020 19:26 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 2,000 | $8.07 | $16,140.00 |
DisclosureSEC source: 0000899243-20-004755 · doc4.xml · nonDerivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 16:35 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantStock Options (Right to Buy) · Derivative | 24,808 | $0.00 Strike: $5.98 | $0.00 |
DisclosureSEC source: 0000899243-20-003279 · doc4.xml · derivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,808 Underlying: Common Stock · 24,808 shares Expires 2026-09-25 F1 · kind: Represents previously granted stock options which were deemed earned and acquired upon the satisfaction of certain performance vesting criteria in connection with the secondary public offering. These stock options are vested and exercisable. Does not include an additional 10,267 stock options which remain eligible to vest upon the achievement of certain performance-based vesting conditions. F1 · derivative.exercise_date: Represents previously granted stock options which were deemed earned and acquired upon the satisfaction of certain performance vesting criteria in connection with the secondary public offering. These stock options are vested and exercisable. Does not include an additional 10,267 stock options which remain eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 18:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $8.07 | $0.00 |
DisclosureSEC source: 0000899243-20-001397 · doc4.xml · derivative · entry 4 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,075 Underlying: Common Stock · 2,000 shares Expires 2026-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Represents 35,075 stock options granted on September 29, 2016 which vest in five equal installments on each of the first five anniversaries of the grant date. Does not include an additional 35,075 stock options with an exercise price of $5.98 which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 18:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 2,000 | $33.78 | $67,560.00 |
DisclosureSEC source: 0000899243-20-001397 · doc4.xml · nonDerivative · entry 3 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a previously adopted Rule 10b5-1 trading plan. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.50 to $33.92, inclusive. The reporting person undertakes to provide to Grocery Outlet Holding Corp. (the "Issuer"), any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 18:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | Exercise / conversionCommon Stock | 2,000 | $8.07 | $16,140.00 |
DisclosureSEC source: 0000899243-20-001397 · doc4.xml · nonDerivative · entry 2 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 24, 2019 Filed Jan 17, 2020 18:32 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | OtherCommon Stock | 400 | $22.00 | $8,800.00 |
DisclosureSEC source: 0000899243-20-001397 · doc4.xml · nonDerivative · entry 1 Gray Lindsay E. · CIK 0001779708 · VP Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.